+842.6%
ASX vs ARWR
+921.6%
-78.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -15.3% | +24.0% | +10.6% |
| 7D | -12.3% | -17.3% | +5.1% | -10.3% |
| 30D | -26.0% | -21.5% | -4.5% | -23.8% |
| 3M | -8.1% | -43.8% | +35.7% | -1.5% |
| 6M | +1.4% | -32.3% | +33.6% | +6.0% |
| YTD | +115.6% | -25.8% | +141.4% | +121.8% |
| 1Y | +128.0% | +25.5% | +102.5% | +118.8% |
| 3Y | +371.4% | +84.1% | +287.3% | +310.6% |
| 5Y | +469.4% | -39.2% | +508.6% | +437.1% |
| 10Y | +842.6% | +1,072.4% | -229.7% | +650.8% |
| All | +842.6% | +921.6% | -78.9% | +650.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling